Estate Planning Basics: Control from Beyond the Grave

3:30 PM - 5:30 PM
Civic Center Library
Eureka Loft

Event Details

An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. You’ll learn: why you need an estate plan; strategies to plan for incapacity, including special health care directives; wills, trusts, and life insurance; key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax.

#moneysmartweek
Event Type(s): Adult Education, Finance
Age Group(s): Adult

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